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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

141 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 22

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more capital invested

Capital invested by funds: $637M → $728M (+$91.3M)

10% more funds holding

Funds holding: 128 → 141 (+13)

0.1% less ownership

Funds ownership: 81.37% → 81.26% (-0.1%)

Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
87
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$42.6M
2
ACA
Aptus Capital Advisors
Alabama
+$13M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.18M
4
CIA
Capital Investment Advisors
Georgia
+$6.01M
5
Jane Street
Jane Street
New York
+$4.69M

Top Sellers

1
SL
Summitry LLC
California
-$9.08M
2
Bank of America
Bank of America
North Carolina
-$2.65M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.43M
4
CCM
Coldstream Capital Management
Washington
-$1.22M
5
UBS Group
UBS Group
Switzerland
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSRI
76
Michael S. Ryan Inc
New York
$749K +$521K +25,837 +233%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$741K +$2.34K +116 +0.3%
MA
78
Mutual Advisors
Nebraska
$723K +$205K +10,148 +41%
GCA
79
Gradient Capital Advisors
California
$703K +$36.6K +1,815 +6%
FNB
80
Farmers National Bank
Kentucky
$679K +$55K +2,728 +9%
SWM
81
Segment Wealth Management
Texas
$658K +$59.7K +2,960 +10%
MSWM
82
McGlone Suttner Wealth Management
Wisconsin
$656K -$501K -24,852 -44%
BEI
83
Benjamin Edwards Inc
Missouri
$642K +$126K +6,266 +25%
EWM
84
Executive Wealth Management
Michigan
$637K +$302K +14,987 +91%
SFS
85
Sowell Financial Services
Arkansas
$635K +$293K +14,530 +86%
GMFG
86
Greater Midwest Financial Group
Minnesota
$615K -$58.5K -2,899 -9%
BONH
87
Bank of New Hampshire
New Hampshire
$612K -$12.1K -600 -2%
ABC
88
Associated Banc-Corp
Wisconsin
$612K +$168K +8,325 +38%
SWP
89
Summit Wealth Partners
Florida
$601K +$9.26K +459 +2%
KHC
90
Koesten Hirschmann & Crabtree
Kansas
$579K – – –
LWM
91
Lyell Wealth Management
California
$559K +$167K +8,275 +43%
SWC
92
Spectrum Wealth Counsel
Indiana
$552K +$81.4K +4,036 +17%
BFG
93
Beacon Financial Group
Texas
$548K +$545K +26,987 New
BCM
94
Brookstone Capital Management
Illinois
$545K +$13.5K +671 +3%
Comerica Bank
95
Comerica Bank
Texas
$530K -$6.94K -344 -1%
TCCM
96
Timber Creek Capital Management
Massachusetts
$527K -$10.6K -526 -2%
CTWM
97
Cherry Tree Wealth Management
Minnesota
$509K +$231K +11,451 +84%
MBT
98
Montecito Bank & Trust
California
$505K +$201K +9,939 +67%
SFO
99
Stokes Family Office
Louisiana
$502K +$30.3K +1,500 +6%
IWC
100
Integrated Wealth Concepts
Massachusetts
$497K +$55.4K +2,748 +13%
2 3
4
5 6

IBDW Hedge Fund Activity: Q2 2024 in Review

141 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q2 2024, worth a combined $728M — up 14% from $637M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDW positions and 7 closed out — a net gain of 13 holders — while 87 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $42.6M. The largest seller was Summitry LLC, cutting an estimated $9.08M.

  • 141 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q2 2024, up from 128 in Q1 2024.
  • Funds reported $728M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q2 2024 and 7 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q2 2024 was Wells Fargo, an estimated $42.6M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q2 2024 was Summitry LLC, an estimated $9.08M sold.

Based on aggregated 13F filings for Q2 2024.